Create Salesforce Workflows with Alerts and Automations
Salesforce alerts and notifications aren't enough to ensure that sales processes are being implemented. With Locale, build actionable sales workflows with alerts and automations for each step of the way.
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Dive into our Essential Salesforce Workflows
Notify about new objects created in Salesforce via chat or channel messages on Microsoft Teams.
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Most popular Salesforce integrations
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Alerting and Automations Tool built for Salesforce
Get actionable alerts on Salesforce leads, opportunities, tasks etc and take action proactively.
30+ popular templates to manage Salesforce activity
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No code templates to build your Salesforce workflow
Get started without engineering dependency
Connect Salesforce with Slack, Zendesk and 30+ other tools
Create tasks/tickets on any tool based on your Salesforce activity
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Create tasks for high-priority items and help your team take action proactively
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Escalate and resolve tasks on any tool
Solve high-priority issues quickly and easily
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Add custom status of tasks on Locale
Mark tasks as “pending”, "reviewed", “in progress” etc
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Setup human-in-the-loop workflows and analyze insights
Create action buttons for human input and approval
Use custom buttons like “approve”, “resolve”, "review" etc
Analytics on team performance
Get reports on TAT breaches, escalations, resolution % etc
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Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
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Convert notifications to tasks
Ensure that necessary action is taken
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Optional SQL Editor
For cases that involve complex business logic
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Action buttons
Help your team take manual actions
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Multi-Step Playbooks
Custom status to track progress on each action
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3 levels of Escalation
Ensure tasks are prioritized and done on time
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Insights on Team Performance
Measure how your team is performing